Grant and Budget Analyst

This fulltime position follows a regular Monday through Friday (37.5 hours per week) work schedule with the opportunity to allow a hybrid work schedule consisting of two (2) days inoffice work at the CSIU Main office located in Milton PA location and three (3) days telework from home and/or approved offsite locations. Currently the inoffice days are approved as Tuesday and Wednesday. In addition facetoface interaction with clients meetings and trainings may be required on days deemed as teleworking days. Certain requirements based upon CSIU telework policy and administrative regulations must be met. The CSIU has the right to cancel or suspend the employee teleworking privileges at any time for any or no reason due to the requirement of the CSIU and client needs.

ORGANIZATIONAL RELATIONSHIP: The Grant and Budget Analyst will report to the Grants and Accounting Manager and in their absence to the Director of Financial Services. The Grant and Budget Analyst will interact with CSIU program directors and staff as well as representatives of federal state local and other funding agencies.

JOB DEFINITION: The Grant and Budget Analyst is responsible for the accurate preparation monitoring and reporting of assigned grants and budgets; preparation of fiscal information for CSIU program staff; and assisting the Grants and Accounting Manager the Director of Financial Services and the Chief Financial and Operations Officer in general budgetary and accounting processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Grant and funding proposals:

• Review RFP (Request for Proposal) and advise grant writer/program director on appropriate budget calculations and budget procedures.
• Work with grant writers program directors and human resources to determine that appropriate salary amounts are included in the budget.
• Project salary and fringe benefits for single and multiple year funding as well as other budgetary line items.
• Revise budget proposals and advise staff on appropriate cost reductions in relation to program mandates and guidelines.
• Advise grant writer/program director on local match procedures when required.

1. Monitoring and fiscal reporting of assigned program budgets:

• Responsible for understanding and maintaining current information on budget guidelines and procedures; i.e. allowable costs budget revision requirements fiscal reporting and closeout requirements.
• Prepare program account codes and budget amounts (original and revised) for data entry into CSIU accounting software.
• Calculate individual salary and benefit percentages in order to ensure correct distribution to individual budgets.
• Review monthly computer printouts to monitor program expenditures and ensure they are allowable according to funding guidelines.
• Monitor program revenues for accuracy and timely receipt: includes daily monitoring of receipts to determine availability of funds for payments to subgrantees.
• Prepare periodic budget/expenditure forecast spreadsheets for distribution to program directors/staff.
• Plan and prepare for meetings with program directors to review budget/expenditure forecasts and to discuss potential over/under spending.
• Determine appropriate account codes for requisitions invoices payrolls and revenues in accordance with the Pennsylvania Education School Accounting Manual.
• Advise program directors when budget revisions are needed.
• Calculate correct indirect cost charges and prepare invoices on a monthly or quarterly basis
• Prepare journal vouchers to correct posting of expenditures and revenues to incorrect budgets.
• Prepare reporting forms (monthly invoices quarterly cash reconciliations state and federal invoice forms final expenditure reports etc.) to appropriate funding agency within the required timeline (frequently needs to be via electronic submission).
• Maintain appropriate documentation for Single Audit and Auditor Generals audit requirements and assist the Grants and Accounting Manager the Director of Financial Services and the Chief Financial and Operations Officer with audit preparation as requested.

1. Other budgetary duties:

• Exchange written oral and electronic program fiscal information with funding agencies and other CSIU staff.
• Attend meetings and teleconferences and review RFP materials regarding program budgets and guidelines in order to advise program directors and grant writers on budgetary requirements.
• Actively participate in staff development opportunities to maintain knowledge of CSIU program areas and fiscal and computer skills.

NON ESSENIAL DUITIES AND RESPONSIBILITIES:

1. Assist the Grants and Accounting Manager the Director of Financial Services and the Chief Financial and Operations Officer in special projects.
2. Assume other assigned jobrelated responsibilities by immediate supervisor or designee.

EDUCATION EXPERIENCE AND SKILLS REQUIRED:

• Minimum requirement is a High School Diploma or equivalent General Education Diploma (GED) and a minimum of eight (8) years full time work experience in a payroll business accounting or financial office role or; an Associates degree in Business Administration or Accounting and three (3) years full time work experience in accounting or payroll field. A Bachelors degree in Business Administration or Accounting is preferred.
• Grant and budget accounting experience within a school district or intermediate unit (Educational Service Agency) setting preferred.
• Knowledge of and experience with federal program fiscal requirements and Pennsylvania Department of Education accounting procedures.
• Essential proficiency using personal computers including Microsoft Office packages Word and Excel spreadsheet software unassisted.
• Knowledge of grant and budget accounting as well as the ability to assist in problem solving budgetary issues.
• Adept at using virtual meeting platforms such as Skype Zoom and Microsoft Teams.
• Computer experience with email and experience managing file sharing with Google Drive.
• Excellent verbal and written skills including the ability to communicate well by telephone.
• Ability to operate a calculator and adding machine.
• Assist as liaison with program departments and fiscal agents at various state and federal agencies.
• Excellent organizational and time management skills to prioritize the task based on project deadlines. And must be able to type accurately and maintain a high level of productivity.
• Ability to work independently and as part of a team.
• Must have ability to communicate and work effectively with colleagues coworkers community agency personnel and students/trainees.
• Requires the ability to develop and maintain positive and collaborative relationships using tact and diplomacy and to remain calm in unpredictable situations.

ADDITIONAL ELIGIBILITY QUALIFICATIONS:

• Current approved Act 34 (PA State Police) Act 151 (PA Child Abuse Registry) and Act 114FBI Fingerprint clearances are required and must be renewed at appropriate specific intervals pursuant to Act 153 of 2014 (revised Act 15 of 2015).
• Current approved Act 126 Mandated Reporter Training certificate showing completion of a minimum of three (3) hours training every five (5) years.

PROFESSIONAL DEVELOPMENT REQUIREMENTS:

• Attend all required meetings and trainings to maintain accurate and current knowledge and skill sets related to programming.
• Attend relevant conferences trainings and inservices to maintain and enhance professional development as recommended by the immediate supervisor or required of the position.

PHYSICAL REQUIREMENTS:

• Sedentary able to sit for extended periods of time working on computer occasional walking standing (as necessary) and able to lift and carry up to 25 pounds.
• Dexterity finger movements (computer keyboard calculator) eyehand coordination (office equipment etc.).
• AudioVisual requirements within normal range with or without correction.
• Is able to move throughout all buildings floors and grounds.
• Able to lift boxes of at least 25 pounds.
• Worksite environment Primarily indoorsoffice setting with occasional exposure to outdoor elements/climate during the day.
• Mental demands steady response to unpredictable situations ability to remain calm and productive during stressful situations. Demonstrates independent judgment discretion and is able to manage multiple projects and deadlines.
• Ability to travel to various work site locations and meetings as needed.

TIME REQUIREMENT:

• This position is a full time nonexempt position working 37.5 hours per week over 12months per year. Flexibility for extra hours when necessary to meet reporting deadlines. Additional working hours must be preapproved by immediate supervisor.
• May require infrequent overnight travel or travel out of the area to seminars or workshops.
• Attendance at work is a requirement of this position; any and all absences must be approved by the immediate supervisor.

CSIU PROPERTY AND CONFIDENTIALITY REQUIREMENTS:

1. All property including intellectual property materials equipment or actual products and services developed or accrued as part of the job duties and responsibilities listed above is the property of the CSIU. It may not be used for personal profit or gain and will be relinquished to the CSIU upon termination of employment from the CSIU.
2. The person employed in this position shall maintain confidentiality with regard to the personal and private information about clients and coworkers programs and services and any other proprietary information accrued as a result of CSIU employment or as required by state or federal laws and regulations.
3. The person employed in this position must adhere to all requirements identified in the code of professionalism entitled Ambassadors Are Professionals Too and CSIU Administrative Regulation 317AR1 CSIU Service Standards.

The position holder must be able to perform the essential job functions with or without reasonable accommodation. It is the responsibility of the employee to inform their supervisor and the Director of Human Resources of the need for any accommodations that may be required.

Required Experience:

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